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Updated September 28, 2026. Quick answer: Diversified discloses a maximum, individually negotiated rate of 1.95% in its Form ADV Part 2A (March 22, 2026). Converted to dollars, that runs $9,750 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Gilman Hill Asset Management Fees (2026), HBKS Wealth Advisors Fees (2026) and Homrich Berg Fees (2026).
The published numbers
From the Form ADV Part 2A (March 22, 2026): “If clients engage Diversified for portfolio management through the wrap fee program we sponsor, fees will not exceed 1.95% per annum based on the market value of a client’s assets managed by Diversified. Fees are negotiable at Diversified’s discretion. These fees are payable monthly, in advance, and are typically debited directly from the client’s account. Factors affecting fee percentages include the size of the account, complexity of asset structures, and other factors. The specific fee to which a client is subject, will be specified in the Agreement the client signs with our firm.”
Note: CRD 331709 was confirmed ACTIVE through a live SEC IAPD lookup on September 28, 2026, with firmId matching the CRD. The registrant is Diversified Enterprises, LLC doing business as Diversified, LLC, based in Wilmington, Delaware, and it should not be confused with an older, inactive CRD 123859 also named Diversified, LLC. The firm reported $2,791,127,378 in regulatory assets under management as of December 31, 2025, and files a separate wrap fee brochure (version 1023101, same date) which states the same 1.95% maximum. The priced ceiling is the wrap fee program maximum for individual, family and trust clients.
The published maximum: 1.95% per year (The 1.95% figure is the stated maximum for Diversified’s sponsored wrap fee program, which folds transaction costs into the wrap fee. The wrap brochure states that any external portfolio manager’s fee is not included and is charged in addition. Diversified’s separate direct asset management fee is only said to typically not exceed 1.95% and may exceed it in limited cases that include planning, so it is not used as the priced ceiling. Clients on the Zoe Financial TAMP platform can also pay a 0.15% platform fee and a model portfolio fee of up to 0.50%, and financial planning may carry a separate charge; none of these add-ons is reflected in the figures below.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $4,875 | 1.95% |
| $500,000 | $9,750 | 1.95% |
| $1,000,000 | $19,500 | 1.95% |
| $2,000,000 | $39,000 | 1.95% |
Diversified publishes only a maximum for its wrap program and no tier schedule, so each balance is priced by applying the 1.95 percent ceiling directly. No minimum annual dollar fee is disclosed for the wrap program, so no floor applies. Actual fees are set in each client’s agreement and may be lower.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Diversified’s own published maximum rate runs up to $9,750 a year.
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- Form ADV Part 2A (March 22, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023102
- SEC Investment Adviser Public Disclosure, Diversified Enterprises, LLC (dba Diversified, LLC) (CRD #331709): https://adviserinfo.sec.gov/firm/summary/331709
- Diversified Enterprises, LLC (dba Diversified, LLC), SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/331709/PDF/331709.pdf
Methodology. This page was built September 28, 2026, drawing on Diversified’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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